By Brian Bloxom, ChFEBC℠ Many Americans spend the greater part of their adulthood planning and saving for retirement, the significant milestone they’ve eyed for decades. However, that doesn’t tell the whole story. Retirement is more than just a new phase of life. It’s a major shift in how you …
Should You Do a 401(k) Rollover?
By Brian Bloxom, ChFEBCSM Wallace D. Wattles, author of The Science of Getting Rich, once said, “Good tools are important, but using them correctly is just as essential.” When it comes to retirement savings, few tools are more powerful than a 401(k). But are you using yours to its …
Are You Missing Out on These Common Tax Deductions?
By Brian Bloxom, ChFEBCSM Many people simply aim to survive tax season without any hiccups. When filing time arrives, some may quickly file, relying only on the most common and familiar tax deductions and credits. However, taking advantage of additional, lesser known tax breaks can significantly …